Account Type*** ********Account Owner**** ***Account Opps/Deals***** *****Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Charles SchwabVP - Branch ManagerDec 19 - PresentFidelity InvestmentsAssistant Branch ManagerOct 10- Dec 19Wells Fargo AdvisorsInvestment ConsultantJul 09- Oct 10
Christopher TinsleyCo FounderView Profile, Christopher TinsleyAdam RokitaCzlonek ZarzaduView Profile, Adam RokitaClaire SchmidtFounder And Executive ChairmanView Profile, Claire Schmidt